Zoho CRMsolar-tuned for U.S. installers and EPCs.
A clean Zoho CRM org isn't enough. We deliver a 22-stage residential pipeline, Aurora/OpenSolar design imports, side-by-side loan/lease/PPA proposals, NEM 3.0 economics, ITC auto-calc, and territory-routing rules from day one. Out of the box, on day fourteen.
From the front porch to the signed installation contract.
Every U.S. residential solar deal moves through the same five phases. We've coded each one into Zoho CRM so your reps stop guessing and your ops team gets clean handoffs.
Door-knocked, web-form, or referral, same clean intake.
Canvassers in Houston punch the address into the iPad app; an EnergySage match drops in overnight; a referral from a Powerwall owner in Dallas comes through email. All three land in CRM with utility, average bill, roof orientation and a 0-100 lead score before a rep dials.
Aurora design lands in CRM. Proposal is rep-ready in minutes.
Your designer kicks off an Aurora or OpenSolar layout. Our connector watches for completion, pulls system size, production estimate and shading score into the deal, and merges them into a branded proposal PDF. NEM 3.0 economics run automatically for California; 1:1 net metering for TX/AZ; full SREC value layered in for NJ/MA/MD.
Loan, lease, PPA, three quotes, one screen, one click.
Rep clicks "Run financing." CRM pings Mosaic, Sunlight Financial and GoodLeap simultaneously. Customer sees three apples-to-apples monthly payments, term length, APR and dealer fee impact. No more switching between four lender portals on a kitchen table.
Zoho Sign sends. Customer signs from the driveway.
Approved package fires through Zoho Sign, ESIGN- and UETA-compliant, audit trail, IP-stamped, mobile-friendly. Customer signs from their phone before the rep pulls out of the cul-de-sac. Deal flips to "Signed" and ops sees the project queue instantly.
Ops gets the deal with every photo, doc and note attached.
No "send me the signed contract" Slack ping. Project manager opens the new install record and sees Aurora drawings, financing docs, signed contract, copy of utility bill, roof photos, NABCEP electrician requirement flag, and the homeowner's preferred install window, already attached.
What the Zoho license actually costs.
Pricing below is Zoho CRM's published U.S. list rate, billed annually, per user per month, in USD. As an Authorized Partner we apply a 15-20% partner discount on your subscription, invisible to Zoho list, real to your invoice.
* Zoho One requires all-employee licensing. We usually recommend it once you cross 12 full-time employees on Zoho, the math flips fast.
Three fixed-price ways to deploy solar CRM.
Zoho licenses are one cost. Getting a solar-grade CRM actually running, that's our work. Three productized packages, in USD, with scopes defined before we start.
Solar QuickStart
Replace the spreadsheets. Stop the bleeding in 2 weeks.
- Development75 hrs
- Project management20 hrs
- Training & user manuals15 hrs
- Hypercare (post go-live)30 hrs
- Meetings & reviews10 hrs
- WordPress forms + Meta/Google lead capture
- Zoho CRM · Leads, Accounts, Deals (residential + commercial)
- Zoho Books · COA, invoices, payments, tax
- 2 Analytics dashboards
- Recorded training videos + user manuals
- 15-day hypercare after go-live
Solar LaunchPro
Full sales + ops + service engine for a 10-crew business.
- Development230 hrs
- Project management40 hrs
- Online training sessions10 hrs
- Hypercare (post go-live)50 hrs
- Meetings & reviews20 hrs
- 20-stage Residential Deal Blueprint
- Quotation workflow + Zoho Sign e-signature
- Zoho Inventory + QR dispatch + serial tracking
- Zoho FSM · site visits, install work orders
- AMC engine + Zoho Desk (basic SLA)
- WhatsApp Business API + Zoho Social
- WordPress site build (5–10 pages)
- 4 Analytics dashboards
- 2 online training sessions (10 hours)
- 30-day hypercare
Solar Enterprise Suite
For EPCs, commercial/industrial & multi-office distributors.
- Development550 hrs
- Project management70 hrs
- Online training20 hrs
- Hypercare (post go-live)70 hrs
- Meetings & reviews40 hrs
- 21-stage C&I Blueprint (>100kW)
- Native iOS + Android field app (your brand)
- Zoho People + Payroll + Expense (HR full stack)
- 8+ Analytics dashboards (executive + ops)
- Data migration from legacy systems
- Custom REST API development
- 3 online training sessions
- 60-day hypercare + 3-month AMC (100 hrs support · not development)
Six things you won't get from a generic Zoho rollout.
22-stage solar pipeline
From door-knock through PTO and AMC. Stages match real U.S. solar ops: site survey, AHJ permit, utility interconnect, HOA, install, city inspect, PTO, monitoring activation.
Aurora & OpenSolar API
Designs flow into CRM the moment your engineer hits "publish." System size, production estimate, shading, panel/inverter SKUs auto-populate the deal.
Federal ITC auto-calc
Every deal carries an ITC field that calculates 30% of ITC-eligible costs, handles domestic content and energy community bonuses, splits roofing labor out cleanly.
Loan / lease / PPA proposal builder
Side-by-side Mosaic, Sunlight Financial and GoodLeap quotes. Customer sees three real monthly payments, not three "starting at" estimates. Closes faster on the doorstep.
Lead scoring built for solar
Lead score weighted on utility (PG&E vs SRP vs FPL), bill size, roof age, credit-proxy score from the financing pre-qual, and source channel. Reps work the 87s, not the 38s.
Geo-territory routing
Lead lands. CRM checks ZIP, AHJ, utility and crew availability and routes it to the right rep, the right designer and the right install team. No more "who owns Riverside again?" Slack threads.
A Zoho partner that actually knows solar.
Solar-specific, not "industry agnostic"
Plumbing CRMs don't know what an AHJ is. Generic Zoho partners don't either. We've shipped 480+ U.S. solar implementations and our default field list is your default field list.
NEM 3.0 and storage-attach ready
If you sell in California, your CRM has to do storage economics or you're losing deals. Our NEM 3.0 calculator was live the week CPUC voted, built into the proposal flow, not a separate spreadsheet.
480+ implementations, mostly residential
From a 3-rep installer in Tucson to a 95-employee EPC in San Diego, we've seen the failure modes. We tell you which Zoho features to skip and which underused ones to lean on.
U.S. team. Glendale, CA. Pacific hours.
You'll be talking to people in your timezone who've actually walked a roof. No 4 AM "let me check with my team" emails. Implementation, training, and support all in-country.
The honest FAQ.
How long does a Zoho CRM implementation actually take?
Can you migrate us off Salesforce or HubSpot?
Can it sit on top of our existing Aurora, Mosaic, QuickBooks?
We sell in 5 states. Will one pipeline work?
Does it handle commercial / C&I solar?
What's the ongoing cost after go-live?
See your solar pipeline on Zoho, in 30 minutes.
Walk through your current sales-to-PTO flow with one of our solar implementation leads. You will leave the call with a fixed-price quote in USD and a defined go-live date.